Role: Microsoft Dynamics 365 CRM Functional Consultant

Experience: 3+ Years

Location: Ahmedabad, Gujarat

Role Summary

We are looking for a Microsoft Dynamics 365 CRM Functional Consultant with 3+ years of relevant experience in implementing and supporting Dynamics 365 Customer Engagement and Power Platform solutions.

The candidate will work closely with customers, business stakeholders, project managers, and technical teams to understand business requirements, translate them into functional solutions, configure Dynamics 365 applications, and support successful implementation and adoption.

The ideal candidate should have strong functional knowledge of Microsoft Dynamics 365 Sales and/or Customer Service, Microsoft Dataverse, model-driven applications, Power Automate, business process flows, security roles, dashboards and reporting.

Roles & Responsibilities

- Conduct requirement-gathering workshops with customers and business stakeholders.
- Understand and document business processes, functional requirements, pain points and expected outcomes.
- Translate business requirements into functional specifications, user stories, process flows and acceptance criteria.
- Participate in solution-design discussions and recommend solutions aligned with Dynamics 365 and Power Platform best practices.
- Configure and customize Dynamics 365 applications, including:
- Tables/entities and relationships
- Forms and views
- Business rules
- Business process flows
- Security roles and teams
- Dashboards and charts
- Power Automate cloud flows
- Configure and support Dynamics 365 Sales and/or Customer Service functionality based on project requirements.




- Identify requirements that can be addressed using standard Dynamics 365 capabilities versus those requiring customization or development.
- Work closely with technical consultants and developers to define requirements for plugins, integrations, custom components and other technical extensions.
- Prepare functional design documents and configuration documentation.
- Support data-migration activities including data mapping, validation and reconciliation.
- Prepare test scenarios and test cases and coordinate functional testing and User Acceptance Testing (UAT).
- Analyse defects identified during testing and coordinate their resolution with development teams.
- Conduct solution demonstrations and user-training sessions.
- Support solution deployment and release activities across development, test/UAT and production environments.
- Participate in solution lifecycle and change-management activities using Azure DevOps or similar tools.
- Provide post-go-live functional support and analyse application issues reported by users.
- Communicate project status, risks, dependencies and functional issues to project stakeholders.
- Maintain proper documentation for requirements, configurations, testing and solution changes.

Skills & Qualifications

Mandatory

- Bachelor's degree in Computer Science, Information Technology, Engineering,



Business Information Systems, or a related field.
- Minimum 3 years of relevant experience with Microsoft Dynamics 365 CRM / Customer Engagement.
- Hands-on functional experience with one or more of:
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Good understanding of Microsoft Dataverse, including tables, columns, relationships and security.
- Experience configuring forms, views, business rules, business process flows, security roles, dashboards and charts.
- Working knowledge of Power Automate.
- Understanding of Dynamics 365 security concepts, including business units, security roles, teams and record ownership.
- Experience in requirements gathering, functional analysis and business-process mapping.
- Experience preparing functional specifications, user stories, test cases and UAT documentation.
- Valuable understanding of the complete Dynamics 365 implementation lifecycle.
- Strong analytical and problem-solving skills.
- Good verbal and written communication skills with the ability to interact effectively with customers and stakeholders.

Good to Have

- Exposure to Power Apps model-driven applications.
- Knowledge of Power BI and Dynamics 365 reporting capabilities.
- Basic understanding of FetchXML.
- Understanding of Dynamics 365 integration concepts and APIs.
- Experience working with Azure DevOps for user stories, tasks, bugs and project tracking.
- Familiarity with XrmToolBox and other Dynamics 365 utilities.
- Understanding of solution management and ALM across Dynamics 365 environments.
- Relevant Microsoft Dynamics 365 or Power Platform certifications.

📌 Microsoft Dynamics 365 CRM Functional Consultant (Ahmedabad)
🏢 DynaTech Systems
📍 Ahmedabad